How to Get Started with Zoom on Zapier

This guide explains how to connect Zoom with Zapier so you can automate tasks like creating meetings, syncing registrants, and organizing recordings without writing code.

Following this tutorial, you will learn how to connect your Zoom account, explore available triggers and actions, and build your first workflow step by step.

What You Need Before Using Zoom with Zapier

Before you begin, make sure your Zoom setup meets the requirements for a smooth connection through Zapier.

A Zoom account with the correct user type for the features you want to automate.
Permission to install apps from the Zoom App Marketplace.
A Zapier account to create and manage your workflows.
Access to any third-party apps you want to integrate, such as forms or CRMs.

Zoom account and plan requirements

The specific Zoom triggers and actions you can use depend on your Zoom plan and features enabled in your account. For example, some webinar or recording options may only be available on certain paid plans.

If a feature is missing when you set up a workflow, check your Zoom subscription and user permissions in the Zoom admin settings.

How to Connect Zoom to Zapier

Connecting Zoom to Zapier links your accounts so data can move automatically when events occur in Zoom.

Sign in to your Zapier account.
From your Zapier dashboard, click Create to build a new workflow.
Search for Zoom in the app search bar.
When prompted to connect an account, select Connect a new account.
A new window opens for Zoom authorization. Sign in to Zoom if needed.
Review the permissions requested and click Allow to authorize the connection.

After authorization, your Zoom account appears in the list of available connections in Zapier, and you can use it in any workflow.

Managing Zoom connections in Zapier

You can manage your connected Zoom accounts from your Zapier account settings.

Rename a connection to keep multiple Zoom accounts organized.
Test the connection if you experience errors while building a workflow.
Reauthorize the app if permissions or passwords change in Zoom.
Remove a Zoom connection you no longer use.

Zoom Triggers Available in Zapier

Triggers start a workflow when a specific event happens in Zoom. When you choose Zoom as the trigger app in Zapier, you can pick from several common events.

Common Zoom triggers

New Meeting — starts when a new meeting is created in your Zoom account.
New Meeting Registrant — fires when someone registers for a meeting that requires registration.
New Webinar — starts when a new webinar is scheduled.
New Webinar Registrant — fires when a contact registers for a webinar.
New Recording — starts when a new cloud recording is available.

Available triggers may vary based on your Zoom account type and region. Always test a trigger inside Zapier to confirm it pulls the data you expect before turning your workflow on.

How to configure a Zoom trigger in Zapier

In the Zap editor, choose Zoom as the trigger app.
Select a trigger event from the dropdown (for example, New Meeting).
Choose your connected Zoom account.
Set any filter options, such as the specific meeting or webinar if applicable.
Click Test or Test trigger to pull in a sample record from Zoom.

If Zapier cannot find sample data, create a test meeting, webinar, registrant, or recording in Zoom, then run the trigger test again.

Zoom Actions Available in Zapier

Actions tell Zoom what to do after a trigger event occurs. When Zoom is used as an action app in Zapier, you can automatically create or update items in your Zoom account.

Common Zoom actions

Create Meeting — automatically schedule a new meeting based on data from another app.
Create Webinar Registrant — add a person as a registrant to a webinar.
Create Meeting Registrant — register someone for a meeting that requires registration.
Create Webinar — schedule a webinar using information from a form or CRM.
Update Meeting — change settings or details for an existing meeting.

How to set up a Zoom action in Zapier

In the Zap editor, add a new step after your trigger.
Choose Zoom as the action app.
Select an action event, such as Create Meeting or Create Webinar Registrant.
Pick your connected Zoom account.
Map fields from the trigger data to Zoom fields (for example, using a form submission name and email as the registrant details).
Click Test to send a test record to Zoom.

Check your Zoom dashboard to confirm the test worked, then return to Zapier to finalize your settings.

Building Your First Zoom Automation in Zapier

Once your apps are connected, you can build a complete workflow that moves data between Zoom and other tools automatically.

Example workflow: Create Zoom meetings from form submissions

Set your form app as the trigger (for example, a form builder or CRM).
Choose the event that represents a new submission or lead.
Add an action step and select Zoom as the app.
Use the Create Meeting action.
Map form fields to the meeting topic, description, and participant details.
Turn the workflow on in Zapier once the test is successful.

With this setup, every new form submission can create a scheduled meeting automatically, saving manual scheduling time.

Example workflow: Add webinar registrants from another app

Choose the app where you collect sign-ups as the trigger.
In the next step, select Zoom and the Create Webinar Registrant action.
Select the specific webinar from the dropdown.
Map the name and email from your trigger data to the registrant fields.
Test the step and confirm the new registrant appears in Zoom.

Troubleshooting Zoom and Zapier Integrations

Most connection or workflow errors can be resolved by checking permissions and field settings in both platforms.

Common connection problems

Authorization errors — reauthorize Zoom inside Zapier if you recently changed your password or app permissions.
Missing data — verify that the Zoom trigger or action you chose supports the fields you expect to see.
Insufficient permissions — contact your Zoom admin if your user role cannot access webinars, recordings, or other advanced options.

Tips for reliable workflows

Always test each step in the Zap editor before turning your workflow on.
Use filters or conditions to limit when actions run, which can reduce errors and noise.
Keep a record of which Zoom meetings and webinars are used in automations, so you don't delete them accidentally.

Where to Learn More

For full details on supported triggers, actions, and limitations for Zoom, review the official integration documentation on the Zapier help center.

You can access the original guide here: How to get started with Zoom on Zapier.

If you need strategic help designing automation systems or optimizing workflows, you can also visit Consultevo for consulting resources.

After you connect Zoom and build your first workflow, continue exploring other apps in Zapier to expand your automation stack and reduce repetitive manual tasks across your tools.

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How to Use Zapier with Zoom